Morningstar

Federated Hermes Kaufmann Fund Institutional Shares KAUIX

Morningstar Medalist Rating
Medalist Rating as of | See Federated Hermes Investment Hub
  • NAV / 1-Day Return 6.67  /  +0.60 %
  • Total Assets 5.0B
  • Adj. Expense Ratio
    1.460%
  • Expense Ratio 1.460%
  • Distribution Fee Level High
  • Share Class Type Institutional
  • Category Mid-Cap Growth
  • Investment Style Mid Growth
  • Min. Initial Investment 1M
  • Status Open
  • TTM Yield 0.00
  • Turnover 28%

USD | NAV as of Oct 03, 2026 | 1-Day Return as of Oct 03, 2026, 12:11 AM GMT+0

Morningstar’s Analysis KAUIX

Will KAUIX outperform in the future?

Get our overall rating based on a fundamental assessment of the pillars below.

  • Process Pillar

    The Process Pillar is our assessment of how sensible, clearly defined, and repeatable KAUIX’s performance objective and investment process is for both security selection and portfolio construction.

  • People Pillar

    The People Pillar is our evaluation of the KAUIX management team’s experience and ability. We find that high-quality management teams deliver superior performance relative to their benchmarks and/or peers.

  • Parent Pillar

    The Parent Pillar is our rating of KAUIX’s parent organization’s priorities and whether they’re in line with investors’ interests.

null Morningstar Automated Analysis

Morningstar Automated Analysis

Summary

Federated Hermes Kaufmann IS holds a quantitatively derived Negative Morningstar Medalist Rating. The rating indicates the model sees limited potential for the strategy to outperform peers on a risk-adjusted basis over a full market cycle.

by Morningstar Automated Analysis
Rated on Published on

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Portfolio Holdings KAUIX

More KAUIX Holdings
  • Current Portfolio Date
  • Equity Holdings —
  • Bond Holdings —
  • Other Holdings —
  • % Assets in Top 10 Holdings 30.0
Top 10 Holdings
% Portfolio Weight
Market Value USD
Sector

Quanta Services Inc

5.19 273M
Industrials

GE Vernova Inc

3.87 204M
Industrials

Comfort Systems USA Inc

3.05 161M
Industrials

argenx SE

3.05 161M
Healthcare

GE Aerospace

2.71 143M
Industrials

Micron Technology Inc

2.69 142M
Technology

KLA Corp

2.63 139M
Technology

Guardant Health Inc

2.61 137M
Healthcare

Rhythm Pharmaceuticals Inc

2.16 114M
Healthcare

Taiwan Semiconductor Manufacturing Co Ltd ADR

2.02 106M
Technology

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